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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,031 | $76,407-93.4% | $150,298-96.7% | $82,448-93.9% |
| Participation rate | 88.9% | 66.4%+22.5pp | 77.8%+11.1pp | 68.1%+20.8pp |
| Annual return | 30.39% | 39.99%-9.6pp | 62.79%-32.4pp | 41.64%-11.3pp |
| Employer contribution / active EE | $836 | $2,614-68.0% | $4,154-79.9% | $2,551-67.2% |
| Participant deferral / active EE | $1,040 | $3,214-67.7% | $5,453-80.9% | $4,139-74.9% |
| Admin fee / account holder | $165 | $6,352-97.4% | $14,116-98.8% | $7,234-97.7% |